Edit an Existing User

This article will show you how to edit an existing user and their information.

Important Note:

If you want to associate Organizations with a user, do so directly from the Organization Profile. Do not use the Organizations tab in the User Profile.

Instructions

1. Search and select a user

2. Hover over your desired Account member and click Edit User

3. Edit the information

   • CivicPlus Platform Account Settings: If your account is connected to the Platform, you may click the button at the top of the screen to update account settings directly on the CivicPlus Platform

   • Basics:

     • Name: Provide first, middle, and last name

     • Date of Birth, Age Group: Provide birthday and general age group

     • Gender: Specify the gender of the user

       Note:

       If you have enabled the Inclusive Gender Options setting, Non-Binary and Prefer Not To Say will show as options. Other Basics fields may change, depending on Site Settings

   • Address:

     • Address Line 1: Provide the street address

     • Address Line 2: Enter additional address information

     • Zip Code, City, State: Enter ZIP code, city, and state

     • Country: Select the country

     • County/Parish: Enter the residential county or parish

     • Residency Override: Select an option to indicate the user as a resident or non-resident

       Note:

       Learn how to set residency to require staff approval.

     • Apply Address Changes to Other Household Members: Check for any changes made to the address on this user to apply to all members of the account

   • Contact Info:

     • Phone 1-3: Enter phone number, type of phone, and the mobile carrier

     • Email Preferences: Click Add Email to enter an email address or set email preferences

     • Apply Contact Changes To Other Household Members: Any changes you make to contact information for this account holder will apply to all members of the account

     • Emergency Contacts: Add emergency contacts for the user

       Note:

       If the Emergency Contacts Required organization option is enabled, you will be required to add the specified number of emergency contacts before saving the user.

   • Account Settings:

     • Username: Create a username

       Note:

       A blank field will default the email address as their username

     • Primary Email: Enter the main email address

       Note:

       If the account is connected to the Platform, you will need to verify any changes to the primary email address.

     • Generate Password: Select to create a default password for the user

       Note:

       This option will only display for organizations that are not on the CivicPlus Platform.

     • User Type: Indicate the user type

     • Deactivated User: Check to deactivate the user

     • User Access: Select access groups

       Note:

       This option is not available for Public Users.

     • Override Code: This code is used to override permissions when another user does not have the permission required

       Note:

       Account Settings information is optional (other than Primary Email), but would allow you to create a login for the user to use during subsequent registrations through the web

   • Reset CivicPlus Password: If your account is connected to the Platform, you may click the button at the bottom of the screen to update your password directly on the CivicPlus Platform

4. Click Save User